Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,480 | $197,625-71.4% | $177,840-68.2% | $158,966-64.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 19.68% | 58.76%-39.1pp | 48.32%-28.6pp | 302.95%-283.3pp |
| Employer contribution / active EE | $5,742 | $6,698-14.3% | $5,919-3.0% | $4,762+20.6% |
| Participant deferral / active EE | $12,089 | $8,405+43.8% | $7,714+56.7% | $5,983+102.0% |
| Admin fee / account holder | $10,471 | $15,405-32.0% | $12,431-15.8% | $11,250-6.9% |